Training schedule and certification expiry reminders

Purpose

1.1. Ensure all aerial sports staff maintain up-to-date certifications and attend required training sessions.
1.2. Prevent skill gaps and regulatory non-compliance due to expired licenses or missed recertifications.
1.3. Provide timely, channel-appropriate reminders for staff and HR managers.
1.4. Centralize scheduling, notifications, and recordkeeping related to staff training and certifications.

Trigger Conditions

2.1. Upcoming training session date (configurable: X days in advance).
2.2. Approaching certification expiry (e.g., 30/15/7 days before expiration).
2.3. New employee onboarding.
2.4. Training update or policy change published.
2.5. Completion or non-attendance of scheduled training (for follow-up).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS reminders using Messaging API; e.g., configure scheduled SMS via /Messages endpoint.
3.2. SendGrid
• Feature/Setting: Automated email via Dynamic Templates + POST /mail/send API.
3.3. Slack
• Feature/Setting: Schedule direct reminders in staff channels using chat.scheduleMessage API.
3.4. Microsoft Teams
• Feature/Setting: Bot sends reminders using Teams webhook with HTTP POST.
3.5. Google Calendar
• Feature/Setting: Auto-create calendar events and notifications; insert events via Calendar API.
3.6. Outlook Calendar
• Feature/Setting: Schedule and share events with participants by calling events endpoint in Graph API.
3.7. Zoom
• Feature/Setting: Auto-schedule webinars/training sessions & email participants via /meetings API.
3.8. Mailchimp
• Feature/Setting: Trigger autoresponder for training/cert expiry using Automated Email feature.
3.9. HubSpot
• Feature/Setting: CRM workflow triggers task or sends email using Workflow & Sequences tools.
3.10. Salesforce
• Feature/Setting: Set up Process Builder or Flow to automate alerts and task creation.
3.11. BambooHR
• Feature/Setting: Set custom reminders through webhook on employee certification date change.
3.12. Zoho People
• Feature/Setting: Automated mail alerts for expiring certification using Workflow Rules.
3.13. Workday
• Feature/Setting: Setup notifications via Business Process Framework for certifications.
3.14. Asana
• Feature/Setting: Auto-create tasks and reminders using the API's /tasks endpoint.
3.15. Trello
• Feature/Setting: Use Power-Ups for card due reminders and scheduled checklists.
3.16. Monday.com
• Feature/Setting: Automated notifications for item dates using automation recipes.
3.17. Google Sheets
• Feature/Setting: Script formula-driven email/SMS via Apps Script triggers on date columns.
3.18. Airtable
• Feature/Setting: Scheduled automations on date fields; send notifications with Automation scripts.
3.19. Discord
• Feature/Setting: Bot auto-DMs or mentions in staff channels on training/expiry events.
3.20. Pipedrive
• Feature/Setting: Set up Activity reminders via API based on contact custom fields (expiry dates).
3.21. SAP SuccessFactors
• Feature/Setting: Automatic compliance reminders via Intelligent Services Center.
3.22. Rippling
• Feature/Setting: Workflow triggers for certifications using Custom Alerts and Workflows.

Benefits

4.1. Eliminates missed certifications and reduces compliance risk.
4.2. Minimizes manual tracking and HR overhead for training renewals.
4.3. Delivers reminders over employees’ most-used platforms for higher response.
4.4. Allows full audit trail of reminders sent and responses received for regulatory proof.
4.5. Scales easily as team size or certification complexity grows.